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Summit Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Summit Investment Advisors’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$262K Buy
1,955
+18
+0.9% +$2.33K 0.22% 51
2025
Q1 		$249K Buy
1,937
+16
+0.8% +$2.15K 0.22% 51
2024
Q4 		$261K Buy
+1,921
New +$262K 0.23% 47

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Investment Advisors's DVY Position: Q2 2025 in Review

Summit Investment Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.93% in Q2 2025, buying an estimated $2.33K and bringing the position to 1,955 shares worth $262K. The position accounts for 0.22% of the portfolio, ranked #51.

Summit Investment Advisors first reported a position in DVY in Q4 2024 and has held it in 3 quarters since. 1,298 funds tracked by Wall St. Rank hold DVY as of Q2 2025.

  • Summit Investment Advisors held 1,955 shares of iShares Select Dividend ETF worth $262K as of Q2 2025.
  • Summit Investment Advisors bought 18 iShares Select Dividend ETF shares in Q2 2025, an estimated $2.33K.
  • iShares Select Dividend ETF made up 0.22% of Summit Investment Advisors's portfolio in Q2 2025, its #51 holding.
  • Summit Investment Advisors first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,298 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.